+1,463.9%
HWM vs WU
-36.8%
+1,500.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.2% |
| 7D | +1.6% | +9.1% | -7.5% | -2.2% |
| 30D | -3.9% | +12.1% | -16.0% | -8.6% |
| 3M | -23.2% | +0.3% | -23.6% | -24.0% |
| 6M | -20.0% | -19.1% | -0.8% | -15.0% |
| YTD | +5.7% | -19.2% | +24.9% | +11.1% |
| 1Y | +4.9% | -15.3% | +20.1% | +7.5% |
| 3Y | +347.0% | -21.3% | +368.3% | +353.3% |
| 5Y | +563.0% | -41.7% | +604.7% | +663.9% |
| 10Y | +1,579.2% | -36.0% | +1,615.1% | +1,776.5% |
| All | +1,463.9% | -36.8% | +1,500.8% | +1,647.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling